# 新易盛
Latest news and articles about 新易盛
Total: 2 articles found
AI Data‑centre Build‑outs Drive Chinese Optical‑Module Profits to Historic Peaks — But Growth Is Uneven
China's leading optical‑module makers have issued 2025 profit forecasts that reflect a surge in demand from AI data‑centre deployments. Xinyisheng and Zhongji Xuchuang expect historically large, core‑business‑driven profit gains, while Tianfu Communication posts solid but smaller growth, underscoring an uneven competitive landscape.
China’s Fund Managers Shift Stakes: CATL Tops Holdings as Moutai Falls to No.4 and Banks Gain Ground
Fund holdings disclosed in China’s 2025 Q4 reports show a concentrated shift: CATL, two optical‑communications suppliers and Zijin Mining join Guizhou Moutai among five stocks with fund holdings above RMB 100 billion. Managers pared back positions in several high‑growth industrials while topping up banks, insurers and resource names, and FOF allocations favoured short‑duration bond products.